Account Type**** ****Account Owner***** ***Account Opps/Deals****** *****Closed Won • Mar 25**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Collective AdvisorsManaging Partner, Senior Wealth AdvisorOct 20 - PresentEchelon AdvisorsCo-Founder & CEOAug 17- Oct 20Upstream Investment Partners LlcPrivate Wealth Manager, CFP®, AIF®Jan 14- Aug 17
Iren ZaretskyBookkeeper And Payroll ManagerView Profile, Iren ZaretskyHarshul BansalSenior AuditorView Profile, Harshul BansalQueenie ChoiSenior AccountantView Profile, Queenie Choi